Ruane, Cunniff & Goldfarb L.P.
Top Portfolio Positions
43 positions ·
$5,142,453,023 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
2,117,644 | $608,949,708 | 11.84% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
4,714,780 | $443,095,024 | 8.62% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
2,639,372 | $415,120,428 | 8.07% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,208,419 | $408,385,201 | 7.94% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
1,387,968 | $406,327,632 | 7.90% | |
| COF |
Capital One Financial Corp
Financial Services
|
2,017,807 | $368,108,531 | 7.16% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
5,488,261 | $357,230,908 | 6.95% | |
| MSA |
MSA Safety Inc
Industrials
|
1,776,282 | $291,221,433 | 5.66% | |
| ZTS |
Zoetis Inc.
Healthcare
|
2,425,010 | $286,660,432 | 5.57% | |
| ALGN |
Align Technology Inc
Healthcare
|
1,206,535 | $206,836,295 | 4.02% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RMNI
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,669 | 35,265 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $144,107 | 37,141 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $173,819 | 37,141 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $143,090 | 37,955 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $132,083 | 37,955 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $101,339 | 37,955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $70,466 | 38,090 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $87,098 | 28,371 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $59,889 | 18,371 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $64,262 | 19,652 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $64,772 | 29,442 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $115,309 | 24,073 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,723 | 24,933 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $115,968 | 30,438 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $141,570 | 30,380 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $208,096 | 34,625 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $200,366 | 34,546 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $165,780 | 27,769 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $216,044 | 22,388 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||